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Atria Wealth Solutions’s FirstEnergy FE Stock Holding History

Atria Wealth Solutions’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,857
Closed -$237K – 1600
2025
Q1 		$237K Sell
5,857
-5,462
-48% -$218K ﹤0.01% 1615
2024
Q4 		$450K Buy
11,319
+660
+6% +$27.6K ﹤0.01% 1331
2024
Q3 		$473K Sell
10,659
-951
-8% -$40K 0.01% 1276
2024
Q2 		$444K Buy
11,610
+5,285
+84% +$205K ﹤0.01% 1301
2024
Q1 		$244K Sell
6,325
-785
-11% -$29.4K ﹤0.01% 1698
2023
Q4 		$261K Buy
+7,110
New +$257K ﹤0.01% 1599
2023
Q2 		– Sell
-15,695
Closed -$629K – 1909
2023
Q1 		$629K Buy
15,695
+5,733
+58% +$232K 0.01% 1007
2022
Q4 		$418K Buy
+9,962
New +$389K 0.01% 1177

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Atria Wealth Solutions's FE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 5,857 shares — an estimated $237K sold.

Atria Wealth Solutions first reported a position in FE in Q4 2022 and held it in 8 quarters. The position peaked at $629K in Q1 2023. 824 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Atria Wealth Solutions reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,857 FirstEnergy shares in Q2 2025, an estimated $237K.
  • Atria Wealth Solutions first reported a position in FirstEnergy in Q4 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's FirstEnergy position peaked at $629K in Q1 2023.
  • 824 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.